Reply to topic

Import Categories

oakrapp
Registered Member
Posts
4
Karma
0

Import Categories

Mon Mar 02, 2020 10:39 pm
Is it possible to import the categories exported from another kMyMoney database into a new database? I created a test kMyMoney database, did a bunch of testing with it and want to use the list of categories I created in it to populate a new kMyMoney database without all the test transactions in it. Files/Export/CSV will let me export the categories into a .csv list, but I haven't found any way to import these categories into my new database.
User avatar ipwizard
KDE Developer
Posts
928
Karma
4
OS

Re: Import Categories

Tue Mar 03, 2020 12:32 pm
Yes, use the File/Export/Account Template and File/Import/Account Template for it.It might be, that the template needs to be stored in ~/.local/share/kmymoney/templates before it will be available to KMyMoney. The template is a simple XML file which you can edit between export and import using your favorite editor.

Hope that helps.

p.s. This feature seems to be undocumented.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.1 64bit, KF5
oakrapp
Registered Member
Posts
4
Karma
0

Re: Import Categories

Wed Mar 04, 2020 12:17 pm
Thanks, that's exactly what I was looking for. I'm working on a python filter for account spreadsheets from my bank and keep finding more ways that the bank's exported csv files need tweaking prior to import. Being able to export/import categories will save a good bit of time when starting over with a fresh database.
User avatar ipwizard
KDE Developer
Posts
928
Karma
4
OS

Re: Import Categories

Wed Mar 04, 2020 12:52 pm
If there is anything we can do to improve the existing CSV importer please let us know. Do you know, that we have a contrib part in the tarball where we keep user provided special support tool for KMyMoney (such as yours) so that others can benefit from your work .


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.1 64bit, KF5
oakrapp
Registered Member
Posts
4
Karma
0

Re: Import Categories

Wed Mar 04, 2020 1:30 pm
I think I accepted the answer too soon - the export of the account template works and produces a nice xml file containing the categories, but import/account template just pops up the dialog for selecting one of the predefined sets of categories with no option for selecting a template to import. I tried both selecting 'no categories' and 'basic categories', but it doesn't progress on to letting me select an account template to import.
User avatar ipwizard
KDE Developer
Posts
928
Karma
4
OS

Re: Import Categories

Wed Mar 04, 2020 5:07 pm
Which version of KMyMoney did you use (which operating system might also be important). I just tried it with 5.0.8 on Linux and everything is working fine.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
openSuSE Leap 15.1 64bit, KF5
oakrapp
Registered Member
Posts
4
Karma
0

Re: Import Categories

Thu Mar 05, 2020 3:10 pm
kMyMoney 5.0.0 on Linux Mint 19.3 Cinnamon

 
Reply to topic

Bookmarks



Who is online

Registered users: Baidu [Spider], Bing [Bot], Google [Bot], kde-jmadero, Sogou [Bot], Yahoo [Bot]